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June 15, 2020UK Broadcast television – Troubling trends in lockdown
Focus Report, ReportsEven with lockdown continuing and competition for time still almost non-existent, linear viewing is heading back towards 2019 levels after its big, early boostSector Media. -
June 11, 2020Mobile churn and buying behaviour of Australian consumers
Focus Report, ReportsVenture Insights performs an annual consumer survey on mobile service and handset purchases across Australia. It asks questions around willingness to pay, intentions to switch service providers and handsets, and key factors responsible for this switching. We also ask which service provider the respondents are switching to, and thus determine the service providers that will gain or lose from this churn. Our latest survey was conducted in March 2020 for Australia, and the key findings have been presented here. In this report, the term MVNO includes resellers such as Belong, Boost, Lebara and Virgin Mobile that are subsidiaries of MNOs or owned by them. -
June 4, 2020Women and UK TV – Insights from our conference in December [...]
Focus Report, ReportsIn the past five decades, women have acquired an unparalleled financial autonomy by participating in higher education, joining the workforce and becoming entrepreneurs, despite still present barriersSector Media. -
June 2, 2020Australian Consumer Behavioural Survey – 2020 Part 2: Emerging [...]
Focus Report, Market Outlook, ReportsThis survey report on working from home is the second of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020). -
May 29, 2020Quibi – Adjusting expectations
Focus Report, ReportsFor an unproven service to attract 1.3 million active users in its first five weeks is impressive. But by its own account, Quibi’s launch underwhelmedSector Media. -
May 27, 2020
Australian Consumer Behavioural Survey – 2020 Part 1: Working [...]
Focus Report, Market Outlook, ReportsThis survey report on working from home is the first of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020). -
May 26, 2020Vodafone UK – Struggling for momentum
Focus Report, ReportsVodafone’s financial metrics appear to be slowly ticking up and it is making some progress in narrowing its performance gap to peers. Signs that it may be moving away from a discount-led convergence strategy in Germany are very positiveSector Telecom. -
May 21, 2020Local start-ups drive supply chain improvement and environmental [...]
Focus Report, ReportsThis report is the first of several that will look at the way global platforms are change affecting traditional markets for business and consumer services. This first report provides an overview of their longer-term strategies, and a SWOT analysis of their current position.Sector Energy. -
May 20, 2020UK BT – Fibre up, dividends down
Focus Report, ReportsBT’s March quarter appeared to have been going reasonably well until COVID-19 hit, with full year guidance still being broadly met, but the new financial year will be hit harder, with BT Sport, SME and new fibre connection revenue particularly vulnerableSector Telecom. -
May 19, 2020UK Journalism on the precipice – Rescue required as financi [...]
Focus Report, ReportsJournalism is on the precipice with more than £1 billion likely to fall off the industry’s topline. Several years of projected structural revenue decline in advertising and circulation have occurred in just the past few weeks of the coronavirus pandemic, with no letup in sightSector Media. -
May 18, 2020UK O2 – Merger in the time of COVID
Focus Report, ReportsO2’s merger with Virgin Media seems more of a marriage of convenience than a determined pursuit of synergy benefits. With the owners effectively selling their stakes, the combination will be well-advised to exercise caution in any convergence strategy that they pursueSector Telecom. -
May 14, 2020Global advertising platforms playing a long game in retail, payme [...]
Focus Report, ReportsThis report is the first of several that will look at the way global platforms are change affecting traditional markets for business and consumer services. This first report provides an overview of their longer-term strategies, and a SWOT analysis of their current position. -
May 7, 2020Mobile payments – Australia mobile payments steadily grow, as c [...]
Focus Report, ReportsPayment services have been subjected to significant disruption in recent years. Traditional barriers to entry and enabling new entrants to take on financial services firms by unbundling their product suite and offering superior products and customer experiences. Incumbent payments providers, principally banks, have responded by launching new online payment services. At the same time, new entrants have exploited the prevalence of smartphones to offer their own app-based payment services. -
April 29, 2020Unpacking Facebook’s Deal with Reliance Jio Platforms
Focus Report, ReportsThe day opened with the news of Facebook’s mega-investment into Jio Platforms, a wholly-owned subsidiary of Reliance Industries Limited (RIL). For the princely sum of $5.7 billion, or roughly INR 43,000 crores, Facebook will acquire a 9.9% stake in Jio Platforms at an enterprise valuation (EV) of roughly $65 billion.Sector Technology. -
April 23, 2020NZ survey results and COVID-19
Focus Report, ReportsAmidst the COVID-19 crisis in New Zealand (NZ), social-distancing and quarantine measures are becoming the norm. New Zealand is currently at alert level 4, which means that non-essential businesses have been directed to close.Sector Telecom. -
April 22, 2020UK online advertising during the lockdown
Focus Report, ReportsIn response to COVID-19 and the associated lockdown and economic crash, advertisers have slashed budgets. Online budgets are not immuneSector Media. -
April 17, 2020COVID-19 impact on ANZ media: major structural and regulatory cha [...]
Focus Report, ReportsAs COVID-19 spreads in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working from their home and spending time indoors. Alternatives to electronic media such as cinemas, live entertainment, and (importantly) sporting events are closed. While some subscription media will benefit from this situation, those focussed on sport will feel a harsh impact. -
April 15, 2020Pay-TV resilience – How this time is different
Focus Report, ReportsWhen we look back at consumer expenditure on pay-TV and alternative entertainment options during past economic downturns across major countries, we find a broad confirmation of the industry’s comparative resilience -
April 14, 2020UK News media challenges brought to a head – Structural cha [...]
Focus Report, ReportsCOVID-19 has sent online news surging, with publishers experiencing massive traffic uplift, as trusted news sources become increasingly important -
April 9, 2020COVID-19 UK TV impact – Permanent change without interventi [...]
Focus Report, ReportsCOVID-19 has led to an unprecedented decline in advertiser demand for TV, and while the steepest drop has occurred, broadcasters will feel the impact over a long period of time. -
April 8, 2020COVID-19 impact on mobile ARPUs, 5G adoption and MVNO wholesale p [...]
Focus Report, ReportsAs COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working and communicating with other businesses from their home. While many of the telcos have responded with capacity increases to deal with the traffic, this paper considers some of the longer-term issues which can come from a slowdown in the economy post the lockdown period. -
April 2, 2020COVID-19 telecoms impact in the UK – Resilience in the shor [...]
Focus Report, ReportsDemand for telecoms capacity is booming, and the networks can (broadly) cope, with the increase primarily in off-peak demand. However, as the crisis continues, maintaining resilience becomes more challengingSector Telecom. -
April 1, 2020Fixed broadband and COVID-19: Demand up, but ARPU under pressure
Focus Report, ReportsAs COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This includes a large number of organisations directing their employees to Work From Home (WFH) where possible, and educational institutes moving to online learning, increasing the load on residential broadband networks. In this report we look at how telcos are stepping up to this challenge, discuss consumers’ broadband requirements for WFH based on our Australian consumer survey and look at short- and long-term implications of COVID-19 for the fixed broadband.Sector Telecom. -
March 31, 2020Football and COVID-19 – Avoiding meltdown
Focus Report, ReportsIn a likely scenario, the suspended football season could be concluded in empty stadiums in a June and July rush, nevertheless with severe financial consequences
